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Same-Day Financial Advisors in O'fallon, MO
Can't wait a week? These financial advisors in O'fallon offer same-day or next-day appointments. Call now to check availability.
As of May 2026, RatingsNearMe ranks 19 financial advisors in O'fallon, MO by verified customer ratings and review volume. The highest-rated is Gateway Federal Retirement Consultants with a 5.0-star rating from 54 verified reviews. Also in the top tier: Means Financial Group and Edward Jones - Financial Advisor: Mike McGhee. The average rating across all listed financial advisors in O'fallon is 4.7 stars from 12 reviews per business on average.
Financial advisors in O'fallon typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
19
Businesses listed
4.7★
Avg rating
12
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Gateway Federal Retirement Consultants
9979 Winghaven Blvd Suite 214, O'Fallon, MO 63368, USA
Means Financial Group
1425 Triad Center Dr, St Peters, MO 63376, USA
Edward Jones - Financial Advisor: Mike McGhee
2936 State Hwy K, O'Fallon, MO 63368, USA
Financial Advisors Rankings in O'fallon, MO
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Gateway Federal Retirement Consultants9979 Winghaven Blvd Suite 214, O'Fallon, MO 63368, USA | 5.0★ | 54 |
| #2 | Means Financial Group1425 Triad Center Dr, St Peters, MO 63376, USA | 4.9★ | 58 |
| #3 | Edward Jones - Financial Advisor: Mike McGhee2936 State Hwy K, O'Fallon, MO 63368, USA | 4.9★ | 39 |
| #4 | B & B Financial Planning Co., Inc.311 E Elm St, O'Fallon, MO 63366, USA | 5.0★ | 2 |
| #5 | Retire Once Financial Management9101 Phoenix Village Pkwy, O'Fallon, MO 63368, USA | 4.5★ | 17 |
| #6 | Community Financial Advisors800 S Lincoln Ave, O'Fallon, IL 62269, USA | 4.7★ | 3 |
| #7 | Edward Jones - Financial Advisor: Mike Sullivan, AAMS®122 Triad West Dr, O'Fallon, MO 63366, USA | 4.2★ | 5 |
| #8 | Charles Schwab4579 State Hwy K, O'Fallon, MO 63368, USA | 4.6★ | 16 |
| #9 | Edward Jones - Financial Advisor: Natalie A Bruer8646 Mexico Rd, O'Fallon, MO 63366, USA | 5.0★ | 1 |
| #10 | Dan Carver III - Financial Advisor, Ameriprise Financial Services, LLC1 Mid Rivers Mall Dr Suite 362, St Peters, MO 63376, USA | 5.0★ | 20 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in O'fallon
B & B Financial Planning Co., Inc.
311 E Elm St, O'Fallon, MO 63366, USA
Retire Once Financial Management
9101 Phoenix Village Pkwy, O'Fallon, MO 63368, USA
Community Financial Advisors
800 S Lincoln Ave, O'Fallon, IL 62269, USA
Edward Jones - Financial Advisor: Mike Sullivan, AAMS®
122 Triad West Dr, O'Fallon, MO 63366, USA
Charles Schwab
4579 State Hwy K, O'Fallon, MO 63368, USA
Edward Jones - Financial Advisor: Natalie A Bruer
8646 Mexico Rd, O'Fallon, MO 63366, USA
Dan Carver III - Financial Advisor, Ameriprise Financial Services, LLC
1 Mid Rivers Mall Dr Suite 362, St Peters, MO 63376, USA
Edward Jones - Financial Advisor: Jonathan Sojka, ChFC®|CLU®
5551 Winghaven Blvd Ste 205, O'Fallon, MO 63368, USA
Edward Jones - Financial Advisor: David W Marsek, ChFC®
616 N Main St, O'Fallon, MO 63366, USA
Edward Jones - Financial Advisor: Corey Rudd, CFP®
9016 Phoenix Pkwy, O'Fallon, MO 63368, USA
Edward Jones - Financial Advisor: Jacob W Venetis, AAMS®
2299 Technology Dr Ste 250, O'Fallon, MO 63368, USA
Edward Jones - Financial Advisor: Dan Farner, CFP®
9016 Phoenix Pkwy, O'Fallon, MO 63368, USA
Edward Jones - Financial Advisor: Bob Engert, CRPC™|RLP®
6702 Keaton Corporate Pkwy #100, O'Fallon, MO 63368, USA
Edward Jones - Financial Advisor: Tom Borich
102 S Main St, O'Fallon, MO 63366, USA
One Financial Group
5700 Mexico Rd Suite 2, St Peters, MO 63376, USA
Stifel
2342 Technology Dr #300, O'Fallon, MO 63368, USA
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Frequently Asked Questions — Financial Advisors in O'fallon
What is a fiduciary financial advisor and why does it matter in O'fallon?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in O'fallon, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in O'fallon?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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